Overview
AvePoint Timeline for Microsoft Dynamics CRM empowers business users – including sales, marketing, and support – to be more productive when preparing for customer interaction on the go. AvePoint Timeline displays all relevant record or account information in a consolidated and interactive interface for mobile devices. Users can quickly gain insight into activity trends, change activity status, as well as add new activities and annotations. With rich features available in Timeline Pro, presented data can be tailored for business users in a variety of organizational roles in order to meet your unique CRM system implementation requirements. Organizations have more power than ever to customize and configure Timeline Pro to ensure optimal business user productivity.
Ensure that sales, marketing, and support representatives have relevant Dynamics CRM account data at their fingertips while they’re on the go with AvePoint Timeline today!
Dynamics CRM – Whenever and Wherever You Need It
Key Benefits
View and Manage CRM Activity On-the-Go – Swiftly load, navigate, and browse all activities associated with accounts, contacts, leads, and opportunities on your mobile device.
Enhance Customer Communications – Quickly access customer contact information and utilize Microsoft Lync or Skype integration to place calls directly from Timeline.
Optimize Account Management – Mark important actions, events, or milestones within an account and change activity status to better track and log activity cycles, effectiveness, and response times.
Full Team Visibility – Have full visibility of each team member’s activities and tasks to monitor activity and improve team member accountability.
*Requires an existing Dynamics CRM account (hosted, online, or on-premise)
Features
Timeline View – Interactive display of relevant record information on a timeline.Management View – Allows managers to view the timelines for their individual team members.Detail View – Displays all record details by drilling down into the timeline, such as last recorded interaction and contact information.Task Management – Provides a centralized view for users to view all their activities across different records.Update – Change activity status directly in Timeline to log the latest progress.Launch – Quickly launches a record in Dynamics CRM directly from Timeline.Search – Search for records to view within timelines.
What's new
*Timeline has been updated for Windows 10. New features include Cortana integration and live tile support.
To view the release notes for this update, please visit: http://www.avepoint.com/support/product-update
Additional Information
- Developed by AvePoint Inc.
- Version 2019.01.29
-
Requires
Available on: PC, Mobile, Surface Hub
OS: Windows 10 version 10240.0 or higher
- Published 2013-03-06
- Size 8.65 MB
- File Type appx/msix
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Language
English (United States)
Japanese -
Permissions
Use your location
Access your Internet connection
Access your home or work networks
- Microsoft Store ID 9wzdncrdgf1j
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How to download and install AvePoint Timeline for Microsoft® Dynamics CRM from the Microsoft
Method 1: Download and Install via the Microsoft Store
This is the most straightforward and secure way to get AvePoint Timeline for Microsoft® Dynamics CRM.Step 1: Open the Microsoft Store
Step 2: Search for AvePoint Timeline for Microsoft® Dynamics CRM
Step 3: Download and Install
Step 4: Access the App
Method 2: Download from the Official Microsoft Website
If you prefer downloading directly from the web, you can use the official Microsoft website.Step 1: Visit the AvePoint Timeline for Microsoft® Dynamics CRM Page
Step 2: Download the App
Step 3: Install AvePoint Timeline for Microsoft® Dynamics CRM
Step 4: Use AvePoint Timeline for Microsoft® Dynamics CRM
Tips for a Smooth Installation
Conclusion:
Both methods ultimately utilize the Microsoft Store, ensuring the app's safety and reliability. Whether you prefer browsing within the Store or starting via the website, both approaches lead you to successfully download and install AvePoint Timeline for Microsoft® Dynamics CRM.AvePoint Timeline for Microsoft® Dynamics CRM FAQs
How to download and Install AvePoint Timeline for Microsoft® Dynamics CRM on Windows PC via the NWindows Store
How to Search and Download AvePoint Timeline for Microsoft® Dynamics CRM for PC Windows?